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TOBIAS PDF Printing using InfoPrint Server

This document describes the process of setting up the iSeries machine to print documents via email
using the InfoPrint Server product.
There are several steps that are required to allow your iSeries server to send documents and reports
to users via their email address. The steps taken to achieve the requirements for the TOBIS
system are as follows!
" Setting up the iSeries for P#$ email using InfoPrint Server
" Setting up the TOBIS system to print documents as P#$ files via email
" %hanging TOBIS functions to print formatted documents
" %hanging TOBIS functions to split spool files into separate P#$ documents& for e'ample
invoices for different clients.
$urther information can be obtained from the following IB( )edbooks and (anuals& which give a
complete e'planation of all options and functions available for printing on the iSeries server.
IB( iSeries Printing *II + InfoPrint Server Implementation
IB( iSeries ,uide to Output
IB( InfoPrint Server for iSeries -ser ,uide
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TOBIAS PDF Printing using InfoPrint Server
Setting up the iSeries for PDF email using InfoPrint Server.
There are a number of steps that need to be taken to allow your iSeries machine to use the InfoPrint
Server software to send printed output as P#$ documents via email& as follows!
.. Specify the default -ser Id and ddress that the mail services will use to route mail that has
an internet address as a recipient. This is not the I# of an actual person.
%/,#ST S(TP)T01I2T0)20T ,T0345
6. %reate a directory entry that the mail services will use to route mail that has an internet
address as a recipient. The -ser I# and ddress must be the same as specified in step ..
###I)0 -S)I#1I2T0)20T ,T0345 -S)#17,eneric Internet -ser85
S4S2(01I2T0)20T5 P)0$#)120T-S)I# 9IB( T%O2T:T5
;. Specify that the outgoing e"mail messages are not split apart and specify that the POP mail
servers are started when T%P<IP is started.
%/,POP (S,SP=IT 192O(:5 -TOST)T 1940S5
>. %onfigure the S(TP server to specify that it Is started when T%P<IP is started and to specify
that the mailrouter to use to get through the $irewall& if you have one.
%/,S(TP -TOST)T1940S5 (I=)O-T0)17mailrouter85 $I)03==1940S5
value for (I=)O-T0) would only be set up if you want to control what happens when
a name and address cannot be resolved. Specify (I=)O-T0)192O205 if unsure.
To provide for outgoing mail and yet to protect this server from being an open relay& prevent
it from relaying any e"mail e'cept that which originates on itself 1.6?.@.@..5.
%/,S(TP =3)=419=IST5
##S(TP=0 T4P019%%0PT5 I2T20T#)17.6?.@.@..85
A. To test that the set up is working correctly try to send an email to your email address& as
follows!
S2##ST T4P019=(S,5 TOI2T0)20T11your.addressByourcompany.com55
#ST#170"mail85 =O2,(S,17This is a test to verify the e"mail setup
works.85 S-BC0%T170"mail test85
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TOBIAS PDF Printing using InfoPrint Server
Setting up the TOBIAS system to print documents as PDF files via email.
There are a number of different considerations that need to be taken into account when deciding on
what approach to take when printing documents as P#$ files& as follows!
" #o you want to send all documents out from the same standard company email address or
do you want to use different email addresses for different departments& for e'ampleD
" #o you want to send out emails directly to clientsD
" #o you want to keep a copy of the email in a central email addressD
" #o you want different actions to happen for different documentsD
The answers to these questions will determine how you set up your system for printing P#$
documents via email.
The following is a list of items that must be set up for each entity that is sending out documents& this
might be Eust one for the whole territory or it might be one for each department that is sending out
documents.
" -ser profile to control the sending of documents
" PS$ %onfiguration obEect that controls the sending of documents.
" printer device and output queue.
$or each territory the following standard functions must be performed!
" P#$ (apping program must be created. This program controls all the parameters that are
passed to the InfoPrint Server subsystem.
" ll the users of the system must have an email address assigned to their -ser Profile
#irectory 0ntry to allow them to send emails from the iSeries.
4ou might well have a different version of the P#$ (apping program for -T and =ive& because
the =ive system might have different requirements that the -T system& for e'ample + on the live
system you might want to send emails direct to clients or you might want to send a copy to the
central email depository but you wouldn8t want to do this in the -T environment.
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TOBIAS PDF Printing using InfoPrint Server
Set up for UPI Australia Alpharetta !Stage machine".
The following items are set up for -PI ustralia + lpharetta!
-ser Profile OF%%TS
PS$ %onfiguration -PI(I=OF
Printer #evice -PI(I=OF
Output Gueue -PI(I=OF %reate output queue -PI(I=$) referring the us
outq.
P#$ (apping Program ::)P#$(P in library OFF--T. Same pgm should be copied
into $rance. %hange the lib etc...%hange the select stat.
The following steps must be performed to set up the -PI ustralia TOBIS system on the
lpharetta machine to send documents as P#$ via email with InfoPrint Server.
.. %reate a the user profile which will be used to control the sending of documents as P#$8s
via email.
%)T-S)P)$ -S)P)$ 1OF%%TS5 PSS3O)# 192O205
T0:T 17-PI ustralasia " TOBIS ccounts 0mail -ser85
6. dd the user profile to the system distribution directory.
###I)0 -S)I# 1OF%%TS -2I$0T)25 -S)# 1TOBIS ccounts 0mail -ser85
-S0) 1OF%%TS5
;. %hange the #istribution #irectory entry to allow the S(TP server to send e"mail with
InfoPrint Server.
%/,#I)0 -S)I# 1OF%%TS -2I$0T)25
-S)#$2$=# 11S(TP-S)I# S(TP 7-PIustralasiaHTest85
1S(TP#(2 S(TP 72B%-2I.%O(855
>. Stop the T%P<IP server and then restart it.
02#T%PS*)S0)*0)19S(TP5
ST)T%PS*) S0)*0)19S(TP5
A. %reate the TOBIS PS$ %onfiguration to control the sending of TOBIS P#$ documents.
%)TPS$%$, PS$%$,1OFF-=IB<-PI(I=OF5 P#$,0219(I=5
P#$T4P019IP>@;@@5 P#$PP)#3).19>5 P#$PP)#3)619>5
P#$(-=T1940S 9SP=IT5
P#$(I=S*)17;..AI..?.>J85 P#$S02#0)1OF%%TS5
P#$(PP,(1OFF--T<::)P#$(P5
T0:T17-niversal ustralia " P#$ 0mail %onfiguration85
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TOBIAS PDF Printing using InfoPrint Server
K. %reate Printer #evice to control the sending of TOBIS P#$ documents.
%)T#0*P)T #0*#1-PI(I=OF5
#0*%=S19=25 T4P019IP#S5 (O#0=1@5 =2TT%/19IP5
$P1940S5 PO)T1A.@>5 $O2T1>.K .65
)(T=O%2(017.6?.@.@..85
-S)#$2OBC1OFF-=IB<-PI(I=OF 9PS$%$,5
T0:T17-niversal ustralia " P#$ 0mail85
?. Set up the TOBIS users email addresses using either the 3)L#I)0 function or the
3)L2(S(TP function as follows!
.. 3)L#I)0 1press enter5
0nter a 6 against each -ser that needs an email address setting up 1press enter5
Press function key $.I to change name for S(TP& an error message will be displayed saying
-ser I#<ddress does not e'ist in S(TP table. Press 0nter to add& $.6 to %ancel.
Press enter to add.
In the S(TP user I# enter the first part of the email address 1i.e. the portion before the B5
and in the S(TP domain enter the the domain part of the email address 1i.e. the portion after
the B5.
Press enter to add the S(TP email address details.
O)
6. 3)L2(S(TP 1press enter5
Then select option . for System 1press enter5
To add a users email address& enter option .& the user I# and address 1as appears in the
#irectory entries list5 1press enter5.
In the S(TP user I# enter the first part of the email address 1i.e. the portion before the B5
and in the S(TP domain enter the the domain part of the email address 1i.e. the portion after
the B5.
Press enter to add the S(TP email address details.
The newly entered email address should now show up in the list. To amend a users email
address enter option 6 against the user and press enter& or to delete the users email enter
option > to remove the email address from the user id.
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TOBIAS PDF Printing using InfoPrint Server
Set up for UPI Australia #incinnati !$ive machine".
The following items are set up for -PI ustralia + %incinnati!
-ser Profile OF%%TS
PS$ %onfiguration -PI(I=OF
Printer #evice -PI(I=OF
Output Gueue -PI(I=OF
P#$ (apping Program ::)P#$(P in library OFF-=IB
The following steps must be performed to set up the -PI ustralia TOBIS system on the
lpharetta machine to send documents as P#$ via email with InfoPrint Server.
.. %reate a the user profile which will be used to control the sending of documents as P#$8s
via email.
%)T-S)P)$ -S)P)$1OF%%TS5 PSS3O)#192O205
T0:T17-PI ustralasia " TOBIS ccounts 0mail -ser85
6. dd the user profile to the system distribution directory.
###I)0 -S)I#1OF%%TS -2IOFP)#5 -S)#1TOBIS ccounts 0mail -ser85
-S0)1OF%%TS5
;. %hange the #istribution #irectory entry to allow the S(TP server to send e"mail with
InfoPrint Server.
%/,#I)0 -S)I#1OF%%TS -2IOFP)#5
-S)#$2$=#11S(TP-S)I# S(TP 7-PIustralasia$inance85
1S(TP#(2 S(TP 72B%-2I.%O(855
>. Stop the T%P<IP server and then restart it.
02#T%PS*)S0)*0)19S(TP5
ST)T%PS*) S0)*0)19S(TP5
A. %reate the TOBIS PS$ %onfiguration to control the sending of TOBIS P#$ documents.
%)TPS$%$, PS$%$,1OFF-=IB<-PI(I=OF5 P#$,0219(I=5
P#$T4P019IP>@;@@5 P#$PP)#3).19>5 P#$PP)#3)619>5
P#$(-=T1940S 9SP=IT5
P#$(I=S*)17;..AI..?.>J85 P#$S02#0)1OF%%TS5
P#$(PP,(1OFF-=IB<::)P#$(P5
T0:T17-niversal ustralia " P#$ 0mail %onfiguration85
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TOBIAS PDF Printing using InfoPrint Server
K. %reate Printer #evice to control the sending of TOBIS P#$ documents.
%)T#0*P)T #0*#1-PI(I=OF5
#0*%=S19=25 T4P019IP#S5 (O#0=1@5 =2TT%/19IP5
$P1940S5 PO)T1A.@>5 $O2T1>.K .65
)(T=O%2(017.6?.@.@..85
-S)#$2OBC1OFF-=IB<-PI(I=OF 9PS$%$,5
T0:T17-niversal ustralia " P#$ 0mail85
?. Set up the TOBIS users email addresses using either the 3)L#I)0 function or the
3)L2(S(TP function as follows!
.. 3)L#I)0 1press enter5
0nter a 6 against each -ser that needs an email address setting up 1press enter5
Press function key $.I to change name for S(TP& an error message will be displayed saying
-ser I#<ddress does not e'ist in S(TP table. Press 0nter to add& $.6 to %ancel.
Press enter to add.
In the S(TP user I# enter the first part of the email address 1i.e. the portion before the B5
and in the S(TP domain enter the the domain part of the email address 1i.e. the portion after
the B5.
Press enter to add the S(TP email address details.
O)
6. 3)L2(S(TP 1press enter5
Then select option . for System 1press enter5
To add a users email address& enter option .& the user I# and address 1as appears in the
#irectory entries list5 1press enter5.
In the S(TP user I# enter the first part of the email address 1i.e. the portion before the B5
and in the S(TP domain enter the the domain part of the email address 1i.e. the portion after
the B5.
Press enter to add the S(TP email address details.
The newly entered email address should now show up in the list. To amend a users email
address enter option 6 against the user and press enter& or to delete the users email enter
option > to remove the email address from the user id.
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TOBIAS PDF Printing using InfoPrint Server
Formatting Documents.
It is possible to create templates that can be applied to an iSeries printer file which will allow the
P#$ document to include graphics& etc.
-niversal -L<0ire and ustralia currently have a template for sales and finance documents as
follows!
Sales template " Booking confirmations
Booking amendments
$inance template " Invoices
%redit notes
ccount statements
These templates are created in (icrosoft 3ord and are then created as Overlays by printing them to
a file using the ,eneric IB( ;@@dpi $P printer. This Overlay is then uploaded to the iSeries
machine and used as on Overlay on the relevant printer files.
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TOBIAS PDF Printing using InfoPrint Server
#reating an Overlay.
Overlays for the TOBIS system are currently held on the : #rive under folder 6. TOBIS
T0(P=T0S.
Before you can create an Overlay you need to set up the following!
" download the IB( $P Printer #rivers for 3indows
" download the -niversal standard fonts
To create an overlay from a (icrosoft 3ord document you need to follow these instructions!
i5 Open the template document required and the select $ile& Print 1%trl P5 to create the Overlay
printer output.
Select the ,eneric IB( ;@@ dpi $P printer and check the Print to file option bo'.
Then click on the Properties bo' to set up the Overlay properties.
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TOBIAS PDF Printing using InfoPrint Server
ii5 Set the Output Type to Overlay and the click on the Image Options Properties bo'.
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TOBIAS PDF Printing using InfoPrint Server
iii5 The Image Options screen is then displayed.
$or best printing I have found it best to chose the following options.
,ray Scale (ethod #iagonal #ither
,raphic Options 0nhanced
%olor Options $ull %olor + ;6Bit %(4L
%ompression =F3
Then click on OL& OL and OL and you will receive the Print to $ile bo'& as follows!
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TOBIAS PDF Printing using InfoPrint Server
0nter your file name and save the Overlay to the correct folder.
3e have adopted the following naming convention for overlays in TOBIS
Sale templates
BLI-PIOF where BL is for Booking
I is the version number
-PI is the company indicator 1-PI for -niversal& PPI for Paramount5
OF is the territory 1OF for ustralia& -L for -L& etc.5
$inance templates
I2I-PIOF where I2 is for Invoice 1finance5
I is the version number
-PI is the company indicator 1-PI for -niversal& PPI for Paramount5
OF is the territory 1OF for ustralia& -L for -L& etc.5
The reason for the naming convention was that it did not seem possible to upload a change to an
e'isting Overlay on the iSeries. If you continued to use the same name& even though you deleted
the old overlay before uploading the new one& it still kept printing the old overlay. Therefore I
always upload a new overlay to a new name. 3hen testing it is probably useful to use random
names that do not fit the standard naming convention& unless you can resolve the issue.
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TOBIAS PDF Printing using InfoPrint Server
Transferring an Overlay to the iSeries.
Once you have created an Overlay& you then need to upload the overlay to the iSeries machine so
that it can be used for printing documents.
To transfer the overlay to the iSeries use the iSeries 2avigator $P (anager function& as follows!
" %lick on the Import an overlay option in the $P (anager tasks window.
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TOBIAS PDF Printing using InfoPrint Server
The Import Overlay screen is displayed as follows!
The fields should be completed as follows!
Source file The Source file is the name of the overlay file that you created when you
printed the overlay previously. It will be a .prn file. -se the Browse button
to find the file& and then click on the file& the file details will be put in the
Source file field.
)esource name This is the name you want to call the Overlay on the iSeries.
=ibrary This is the name of the =ibrary on the iSeries that you want to upload the
Overlay to.
#escription This is the name of the Overlay on the iSeries.
ObEect authority This field should be left as the default " =ibrary create.
#ate type This field should be left as the default " $P#S.
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TOBIAS PDF Printing using InfoPrint Server
Using an Overlay.
To use an overlay in TOBIS 1or any other printing5 you need to add it to the printing functions
within your application.
%urrently in TOBIS we only use a header and footer function for our outputs. Therefore we only
need to add the overlay to the printer file as a $ront Overlay& this is done when creating a printer
file& as follows!
The following parameters must be used when creating the printer file in order for it to print an
overlay using the dvanced $unction Printing functionality.
Printer #evice Type #0*T4P0 9$P#S
$ront side overlay $)O2TO*=
Overlay 4our Overlay name
=ibrary =ibrary for Overlay
Spooled Output Gueue O-TG 2ame of output queue for P#$ 0mails
There are also lots of other ways to use Overlays within your pplication but these are not currently
used in TOBIS. $or e'ample if you want to print different templates or overlays for different
situations you can use the O*0)=4 keyword in your printer file. 0'amples of this and other
possible uses can be found in the IB( iSeries ,uide to Output redbook.
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TOBIAS PDF Printing using InfoPrint Server
Splitting a spool file into separate emails.
InfoPrint Server also allows you to create multiple emails from one spool file. This is currently
done within the TOBIS application so that when you are printing invoices& statements or booking
confirmations you can ensure that a separate email is created for each client. This allows the user to
easily identify which documents are for which client and allows them to send on the correct
documents to the correct client. In the future it would also allow for sending emails out directly to
clients.
To achieve this& the following changes have been made to the printing programs!
" The ST)P,,)P and 02#P,,)P keywords have been used in the printer files to
control the separate of logical groupings.
" The print programs have been changed where necessary to ensure that they are printing in a
logical order& for e'ample in %lient order.
" The print programs have been changed to write out a Start Page ,roup 1ST)P,,)P5 tag
at the beginning of each logical grouping and an 0nd Page ,roup 102#P,,)P5 tag at the
end of each logical grouping.
" The key field for the grouping 1i.e. %lient 2umber5 is written as part of the ST)P,,)P
tag so that it can be used in the InfoPrint Server mapping program 1::)P#$(P5 to
retrieve the name of the key when creating the email. This allows the email to be
personalised by adding the %lient 2ame for e'ample to the SubEect or (essage Te't parts of
the email.
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